Jean Chatzky

Enthusiast
DISC Type : i

CEO and Co-Founder at HerMoney

Philadelphia, Pennsylvania, United States

Overview

Jean has no verified overview

Personality Overview

Optimistic

Non-Confrontational

Consensus Focused

They prefer to build relationships rather than staying totally transactional.  Unlike D or C types, they are convinced more by stories and testimonials. They are generally friendly, so be careful when relying on their word.

Topics They Care About

Jean has no verified topics they care about

Media Appearances

Jean has no verified media appearances

Work History

5-2018
CEO and Co-Founder at HerMoney
3-2016
Podcast Host, HerMoney with Jean Chatzky at HerMoney
6-2018
Education Fellow at Alliance for Lifetime Income
Columnist at AARP
1-2012
Director of Education and Editor in Chief at SavvyMoney

Education

Bachelor's degree from University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 13 Location : Philadelphia, Pennsylvania, United States Job Level : Leadership Designation : CEO and Co-Founder at HerMoney
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Insights For Selling To Jean

During A Call Or A Meeting

DO's

  • Compliment them about their personality if you get a chance
  • Speak from experience about success that the product has seen with other customers
  • Give them the opportunity to lead the conversation where possible

DONT's

  • Don't be critical or challenge them openly, they can react defensively
  • Don’t be too formal with them, they trust informality more
  • Don’t be excessively objective, be like a storyteller with them

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Jean is

  • Relationship and rapport are valuable for them, but so is proven product value.
  • Will you ever get a clear answer from Jean

  • They will hardly ever say a direct no.

Insights For Deal Planning

    How fast (or slow) will Jean move?

  • Even when they are constantly engaged, they do not reach decisions quickly.
  • Can Jean take some risk or not?

  • They can take some low-probability risks if needed.

You And Jean

Personality Compatibility


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